William Blair & Company’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.9K | Buy |
348
+311
| +841% | +$52.6K | ﹤0.01% | 1587 |
|
|
2025
Q1 | $5.18K | Sell |
37
-506
| -93% | -$70.9K | ﹤0.01% | 1746 |
|
|
2024
Q4 | $78.2K | Buy |
543
+43
| +9% | +$6.2K | ﹤0.01% | 1556 |
|
|
2024
Q3 | $64.3K | Hold |
500
| – | – | ﹤0.01% | 1598 |
|
|
2024
Q2 | $58.5K | Hold |
500
| – | – | ﹤0.01% | 1580 |
|
|
2024
Q1 | $58K | Buy |
+500
| New | +$58K | ﹤0.01% | 1581 |
|
|
2023
Q2 | – | Sell |
-37
| Closed | -$3.35K | – | 1833 |
|
|
2023
Q1 | $3.35K | Sell |
37
-203
| -85% | -$18.4K | ﹤0.01% | 1768 |
|
|
2022
Q4 | $23K | Buy |
240
+203
| +549% | +$19.5K | ﹤0.01% | 1672 |
|
|
2022
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 1785 |
|
|
2022
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 1823 |
|
|
2022
Q1 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 1864 |
|